Grow Your Finances
Our advisors help clients focus on three of the most important human dimensions: financial, personal and social wellbeing. We take the time to understand what matters to each individual now and through all of life’s transitions. And most importantly, we involve clients along the way so they can gain both financial confidence and knowledge.
Partners
As your financial partner, we want to help create synergy between you and all the professionals who play a role in your whole-person wealth.
We know finding the right professionals to assist in your life-long financial planning can be a formidable task. To help ease the burden, we can act as a “one-stop” resource center for introducing you to established professionals that support your ability to organize your personal and financial list.
Extraordinary Service Leads To Exceptional Plans
Like any partnership, you deserve to be in a trusted relationship. The way we work with our clients is no different. We have found that open dialogue and discussion, a concise three-stage process and total fee transparency are some of the best ways to cultivate that trust. Before we recommend a financial tool or product, we do our due diligence by making sure it adheres to our third-party research methodology.
Services Offered:
- Complimentary Consultation
- Individual Services
- Small Business & Corporate
- Fees & Expenses
Complimentary Consultation
Lifelong financial planning has to start somewhere. Through an initial, one-to-one meeting, we will take the time to understand your complete financial picture, including your current financial situation, family circumstances, unique needs and aspirations.
Individual Services
Our financial planning services range from investment, estate and insurance consultations to distribution planning, tax reviews and legacy planning. We also provide ongoing wealth management with annual, semi-annual or quarterly reviews.
Small Business & Corporate
As a business owner, you want an attractive employee-benefits package that is cost effective and low-maintenance for you. Our small business and corporate planners can provide guidance on retirement cash flow, insurance needs, long-term care, company retiree paperwork, 401(k)s and much more.
Fees & Expenses
As a fee-based advisory firm, all of our consultation and investment advisory fees correlate with what you need as an individual. Whether you need a one-time financial review or ongoing wealth management, our fees are 100% transparent and will be discussed with you prior to engaging in a relationship.
Women and Investing
Ellenbecker Investment Group creates an environment suited to women clients and the people who love them. We have specialists on staff who can address any issue as it relates to women specifically (divorce, same-gender relationships, widowhood, single and generational planning). We are a women-owned financial firm dedicated to helping women feel empowered and educated to make the best decisions for their personal financial plan.
Women, Wine & Wealth Events
Are you seeking cultured conversation and an encouraging network of supportive women? Women, Wine & Wealth is a mastermind network of female business owners, professionals and investors who discuss ways to grow their wealth over wine. We share resources, discuss the impacts of current events on investments and look for ways to do more with our finances. This small group meets bi-monthly; reserve your spot for the discussion on September 8 at Parkside 23 in Brookfield to share a glass of wine and friendly financial conversation. Registration is $15 for two people and your first glass of wine is included.
We look forward to meeting you in person. To schedule a complimentary consultation please contact us.
